Loader

Technical Support Services

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

WeFeedback!

Let us know how we can improve our product.

Home /

Support Topic

Featured Articles


Select a Category

Q. Why is my invoice showing rejected? (eFile): 000003375

What to do if an invoice is rejected via eFile.

Q. I am missing my 997's for EDI transmitted invoices. (eFile): 000003496

For EDI suppliers, a 997 is provided to acknowledge that Taulia received your invoice. Receiving a 997 does not mean your invoice was successfully processed.

Q. Why can't I find my invoice in the portal? (eFile): 000003522

Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.

Q. How do I submit my invoices through eFile?: 000003361

Steps on how to submit your invoice after you are configured for eFile

Q. How do I know if my invoice was successfully received? (eFile): 000003518

An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.

Q. What are the requirements for the eFile program?: 000003349

Mass invoicing preliminary requirements

Q. What is eFile?: 000003379

eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.

Q. What is the eFile invoice submission report?: 000003348

Explains how to use the invoice submission report when sending invoices through eFile

Q. What tax rates are required for my country when creating an invoice? (M-Z): 000008586

Country specific tax information requirements when creating an invoice.

Q. What tax rates are required for my country when creating an invoice? (A-L): 000008585

Country specific tax information requirements when creating an invoice.

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

WeFeedback!

Let us know how we can improve our product.

Important Message
Got It